# quarterly

1. ### Consolidate data from individual months by summing 2, 3 or more months together

Hello, I need to consolidate monthly targets data for salespersons by summing 2, 3 or more months together. Details: I have a table with salespersons and their monthly targets, January through December. Sometimes I need to sum data from specific months, for example January+February+March or...
2. ### Recurring date on the same cell based on given date

Good afternoon - I have a task which started on 02/07/23 and is to repeat quarterly always on the seventh day of that month for an indefinite amount of time, how can this be displayed in such a way that the cell always shows when the next quarter is based starting from 02/07/23? The idea is that...
3. ### VBA code to create pivot table on quarterly basis

Hi People, I have a data from A to X in sheet1 where there is weekending date in column "E" in format of mm/dd/yyyy. Can someone help me with VBA code to perform below steps. 1. I have sheet named Pivot which needs to be cleared and have new pivot tables with source data from sheet1 2. first...
4. ### quarterly calcs from month numbers

I've been asked to calculate quarterly dollar spread based on start and end months. I need it in this format. removed bad image Q1 calc is easy, but gets complicated (for me) on the rest. Any help would be greatful. Thank you. <tbody> start month end month total cost q1 q2 q3 q4 3 7...
5. ### Next due date in FY 2019-20 based on frequency of payment & start date

I want help with formula for calculating first payment date falling under period 01/04/2019 to 31/03/2020 based on frequency i.e. Annual, Monthly, half Yearly, Quarterly from any date. e.g. Start date- 05/08/2012 ( it can range back to year 1950) Frequency- Half yearly/Quarterly Result...
6. ### Help updating and comparing priclist

Hello, I was hoping someone here could help me out. I have looked on the web, but do not seem to know what I should exactly be looking for. So here goes: I have a pricelist with part numbers that I receive an update to quarterly. sometimes price will be updated, and sometimes new products are...
7. ### How to calcuate YTD Sum with Quarterly/Half Inserts

Hi there - I am working on a file where expenses are listed by month. However,within that range, there are quarterly and half sums. So the range looks like: J, F, M, Q1, A, M, J, Q2, H1, J,A, S, Q3, O, N, D, Q4, H2, FY Looking for a way to calculate year to date expenses, excluding the...
8. ### Quarterly Bonus Calculation with a cap - Help needed

Have a problem getting the formula down. I've tried =MIN(January!C20*0.25*0.15) my salary field my % field =MIN(0.15,(January!E3+February!E3+March!E3)/3) The salaries vary. So let's say on a 75,000 dollar salary, the quarterly bonus can pay out no more than 15% or no more than 2,812.50. But...
9. ### Months to quarters

A sales database processes reports that can both we monthly or quarterly. For the quarterly ones the data can be presented in the following format: "Jan-18,Feb-18,Mar-18" Is there a formula that could recognise such a string and product a result (in this example): "Q1-18" Thank you.
10. ### Calculating values by date range

Hi all I have a spreadsheet where I have a sales forecast by both annual and quarterly breakdowns. Where I have a start date quoted, unless it is at the start of the quarter, I don't get an accurate figure in the Q1/2/3/4 columns. Example - Correct result (manually obtained) Part A - Agreed...
11. ### Drop-down list to appear if a condition is met

hello, I have a drop-down list in cell B3 with 4 items (Monthly, Quarterly, Semi-annual, Annual). I would like to have a drop-down list appearing in cell C3 (with 2 items, Group1, Group2) only if the value of B3 is Quarterly. This means that if, for example, the value in B3 is Monthly, then...
12. ### Calculating And Comparing Values In Any Two Columns Selected

Hi, I'm not sure if it's possible, but this is what I'm trying to achieve. I have a sheet with around 40 columns. Each column has a heading (name of a different company). Going down the first column are the following labels (Gas: Unit Price, Cost Monthly, Quarterly, Annually). This is repeated...
13. ### Viewing supporting quarterly data in a pop-up when yearly totals are charted

Good morning. This is my first post. I am charting 3 years of comparison data with just the yearly totals displayed on the charts. Is there a method for displaying the figures for each year's 4 quarters of supporting data when the user rests the cursor on the annual figure on the chart? I am...
14. ### How can I change quarterly data into yearly?

Hi guys, I researched some data for my project, and the problem is that it's shown as quarterly, so instead of having 2005, 2006, 2007 etc. I have Jan-March 2005, April - June 2005, July - Sep 2005 etc. What's the formula to change it? I tried everything, I'm really bad with excel anyway so I'm...
15. ### Formula Help: Financial Liquidity Calendar

Hi, I work for a college endowment and am creating a spreadsheet/calendar that has all of liquidity terms for our different funds. The idea is to use the =TODAY function to have the spreadsheet be responsive and continuously be current. I'd love your help in developing a formula that will...
16. ### Value used in the formula is of the wrong data set.

I have the following formula: =IF(AP32*AQ32*AR32*AS32>0,"Y","N") I am creating a spreadsheet that gives results on a monthly basis and on a Quarterly basis. Under the quarterly basis I am getting the valued used error only on the columns that are blank. Not sure why this is happening only...
17. ### index/match with multiple results help needed!

Hello! I am attempting to create a formula using index/match that will return results on a list where there can be up to 6 matches. I have been able to do this however, if I have less than 6 (my max) match results my formula begins to give me results that are not a match. What I want is if my...
18. ### Quarterly Graphing

I want to make an Excel graph of quarterly data where the X axis has four tick marks for each year, and the major tick mark is labelled with the year, but no labels on the other quarterly tick marks.
19. ### Performance report

I'm tying to rebuild our sales rep quarterly/year-end performance report to account for quarterly metrics weighting changes. Generally the performance metrics (attainment to quota and product volumes) have the same weightings each quarter so calculating the year-end ranks are easy, (YTD...
20. ### Quarter Years based on Start Date

Hello everyone... I have a situation that is really puzzling with me, so I thought I would ask on the forum. In column A, I have a list of "start dates" (ex: 1/1/2017, 5/1/2017, etc) In row 1, I have consecutive date headers (i.e. 1/1/2017, 2/1/2017, 3/1/2017, 4/1/2017 .... )...

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